Dedicated to helping insurance agents meet and protect more of their clients while growing their insurance business. Client Focus will help you develop a custom strategy for meeting and protecting more of your clients. Many different factors go into creating a successful review appointment program.

Client Focus takes the time to understand your business to create a custom review appointment program explicitly designed to meet the needs of your agency. We then manage your review appointment program for you and help you drive the long-term wealth and freedom that only come from serving your clients.

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Strategy Call

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Do you always plan to get serious about meeting your clientele, but it never quite takes off? We can manage your review appointment program for you, and help you drive the long-term wealth and freedom that only comes from serving your clients. The first step is a no-obligation strategy call with Client Focus.

Resources

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One of the biggest mistakes small businesses make is to hyper-focus on new customer acquisition. This overview will illustrate how shifting your focus to Customer Lifetime Value will help you protect more customers and add exponentially more profit dollars to your agency's bottom line. If you want to maximize your profitability over time, understanding which activities provide the most profit dollars is key.

Testimonials

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For 15 years Client Focus has helped successful agents build agencies based on long-term sustainable growth. I've been working with Client Focus for 3 years now. I feel our Client Focus consultant is a "Virtual Team Member", we consider her part of our office. We communicate several times per week and she has been a huge difference maker for our office.

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